Biotech Values

[DewDiligence]

…higher-than-expected breakthrough data with VRUS's first- generation nuke [RG7128] as stand alone with SOC somewhat lowers my expectation for the 2-nuke combo achieving total success without at least some component of current SOC...

Respectfully, I don’t think RG7128 is a harbinger for what we can expect from the latest-generation HCV nukes. Although these drugs nominally belong to the same class, they are in fact radically different: RG7128 is a prodrug of a nuclesoside (PSI-6130) that has to perform the first phosphorylation step in vivo, while the latest-generation nukes are prodrugs of monophosphate nucleotides in which the first phosphate group is assembled ex vivo. This makes all the difference in the world, IMO.